Remote Client Concierge & Support Specialist

Assetara Limited; Sheffield; On-site; GBP 24,000 - 36,000; Full time

Job summary

Assetara Limited in the United Kingdom is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the main point of contact for clients, delivering concierge-level account assistance while ensuring compliance and data protection.

This role focuses on client communication, CRM administration, and platform navigation support. You will manage client interactions within approved tools, handle queue and SLA management, escalate issues when

Qualifications

• Roles focuses on client communication and CRM administration.
• Strict adherence to compliance and data protection requirements.
• Professional remote work discipline and time management.

Responsibilities

• Client Communication: Provide professional, warm, accurate, and concise communication within the official Assetara workspace.
• Concierge Support: Deliver scheduled client calls, review portfolio context, and assist clients with platform navigation.
• Queue & SLA Management: Prioritize unread client threads, manage SLA compliance, and perform proactive outreach.
• CRM Administration: Maintain accurate client notes within the system while protecting data privacy.
• Escalation & Compliance: Identify red flags and security incidents in line with company rules.

Skills

Client communication

CRM administration

Stakeholder management

Job description

Assetara Limited in the United Kingdom is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the main point of contact for clients, delivering concierge-level account assistance while ensuring compliance and data protection.

This role focuses on client communication, CRM administration, and platform navigation support. You will manage client interactions within approved tools, handle queue and SLA management, escalate issues when